Get Mastertreads Pension Scheme Form

Filling out the Mastertreads Pension Scheme Form online is an essential step for registered former members seeking to claim their surplus benefits. This guide provides detailed instructions for each section of the form to ensure a smooth and accurate submission process.

Follow the steps to complete your form accurately and efficiently.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by filling out the claimant's particulars. Provide your surname, initials, first names, identity number, and date of birth in the specified fields. Ensure all information is accurate and clearly printed.
3. Next, enter your postal address and postal code. Include your telephone numbers, ensuring you provide both home and work numbers along with a cellular contact.
4. Proceed to the payment instructions section. Here, supply the bank account details for your own account. Include the account holder's name, bank name, account number, branch name, and branch code.
5. Indicate the type of account by marking the relevant box for current, savings, or other accounts. If you select 'other', please specify the account type.
6. Obtain the banking institution's certification for the details you provided. This includes the banking institution's stamp, an authorized signature, the name of the signatory printed, their designation, and the date.
7. Prepare the supporting documents as required. These include a certified copy of your identity document and a copy of your bank statement or a cancelled cheque.
8. If you have not registered as a former member, be aware that your membership may need to be traced or verified, which could require additional information.
9. If the former member has deceased on or after March 1, 2004, you must complete the Surplus Claim Form SURP02 instead, which is available from the fund.
10. At the end of the form, ensure you sign and date it to certify that the information you provided is true and correct. Note that any incorrect or incomplete details may result in liabilities.
11. After filling out the form, save your changes. You can download, print, or share the completed document as needed.

Complete your Mastertreads Pension Scheme Form online today to ensure your claim is processed quickly and accurately.